Finley Financial LLC


Assets, Funds, Holdings

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Finley Financial LLC
CRD #131442
SEC #801-110657
AUM $136.8 MM (100% Disc, 100% US, 2020-01-16)
Employees1 (100% Investors, 0% Brokers)
Address1709 NE 27th Street
Mcminnville, OR 97128
Source [IAPD] [Website]
Total AUM ($MM)
Comparable Firms State AUM ($BB)
Portfolio Management LLC
TX 0.1
Vesta Wealth Management LLC
FL 0.1
Ledgewood Wealth Advisors LLC
NH 0.1
Sandra L White DBA Green/White Advisors
TX 0.1
Safe Harbor Capital Mgmt LLC
FL 0.1
Willis Investment Management Co
VA 0.1
Amicus Financial Advisors LLC
TX 0.1
Breton Financial Inc
NJ 0.1
Fluent Wealth Partners LLC
CA 0.1
Newday Solutions LLC
NH 0.1
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